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Livermore
Livermore
ZHEN

Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Caldwell Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDY overviewAll 13F holders of MDYFull Q2 2026 holdings

Shares (Q2 2026)
21,600
Value
$15.2M
% of portfolio
1.2%
Quarters held
22
Since Q1 2021
Holdings of MDY by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,600$15.2M1.2%+90.0%AddedHolders
Q1 202621,591$13.3M1.2%+777+3.7%AddedHolders
Q4 202520,814$12.6M1.1%−285−1.4%ReducedHolders
Q3 202521,099$12.6M1.2%−571−2.6%ReducedHolders
Q2 202521,670$12.3M1.2%−582−2.6%ReducedHolders
Q1 202522,252$11.9M1.3%−334−1.5%ReducedHolders
Q4 202422,586$12.9M1.3%−289−1.3%ReducedHolders
Q3 202422,875$13.0M1.4%−435−1.9%ReducedHolders
Q2 202423,310$12.5M1.4%−610−2.6%ReducedHolders
Q1 202423,920$13.3M1.5%−559−2.3%ReducedHolders
Q4 202324,479$12.4M1.6%−234−0.9%ReducedHolders
Q3 202324,713$11.3M1.5%+384+1.6%AddedHolders
Q2 202324,329$11.7M1.5%−751−3.0%ReducedHolders
Q1 202325,080$11.5M1.6%−435−1.7%ReducedHolders
Q4 202225,515$11.3M1.6%+225+0.9%AddedHolders
Q3 202225,290$10.2M1.5%−479−1.9%ReducedHolders
Q2 202225,769$10.7M1.5%−618−2.3%ReducedHolders
Q1 202226,387$12.9M1.5%−450−1.7%ReducedHolders
Q4 202126,837$13.9M1.6%−352−1.3%ReducedHolders
Q3 202127,189$13.1M1.7%−288−1.0%ReducedHolders
Q2 202127,477$13.5M1.8%−249−0.9%ReducedHolders
Q1 202127,726$13.2M1.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.